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William Thomas Wike

Investment adviser representative at Austin Asset
14 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$1.9BFirm assets

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management

Experience

14 years in the industry.

  1. Austin AssetJul 2012 to now
  2. Austin Asset Management Co.Feb 2012 to now

Designations

  • CFP® certification

Exams passed

  • Series 65 · Uniform Investment Adviser Law2009
  • Series 63 · Uniform Securities Agent State Law2011

State registrations

Registered as an investment adviser representative in 1 state (TX).

Austin Asset

Legal name: Austin Asset Management Co

$1.9BAssets managed
458Clients
15Advisers
38 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
5514440
Firm CRD
105441
Advisor's SEC record (opens in a new tab)
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